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Education Industry - K-12 leaders beat estimates; clear earnings upside ahead Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-08-08
East Buy (1797 HK) - Positive profit alert validates transformation, self-owned products drive earnings upside; U/G to BUY Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-08-08
Xunce Tech (3317 HK) - Enterprise real-time data governance pioneer; scenario-based Token model drives earnings inflection Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-08-08
迅策科技 (3317 HK) - 企业级实时数据治理先行者,场景Token模式驱动业绩拐点 李怡珊,王腾杰,张贺楠 2026-08-08
US Ride-hailing Sector - Solid 2Q: Membership flywheel, International expansions, AVs Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan 2026-08-07
招商证券(国际)早会纪要 20260807 招商香港研究部 2026-08-07
Duolingo Inc. (DUOL US) - DAU and margin beat; Attractive risk-reward; U/G to BUY Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan 2026-08-06
多邻国 (DUOL US) - DAU及利润率改善超预期,风险回报吸引,上调至增持 李怡珊,王腾杰,张贺楠 2026-08-06
Economic Data Forecast (July 2026) - Mixed Signals Ahead CMS (HK) Research 2026-08-06
招商证券(国际)早会纪要 20260806 招商香港研究部 2026-08-06
统一企业中国 (220 HK, 中性) - 上半年业绩符合预期,下半年原材料成本逆风显现 黄铭谦,张力丹 2026-08-05
China Macro Economy - Under the Microscope: Post-Politburo Meeting Outlook CMS (HK) Research 2026-08-05
Spotify科技集团 (SPOT US,增持) - 收入与订阅稳健增长,广告变现打开上行空间 王腾杰,李怡珊,张贺楠 2026-08-05
信达生物 (1801 HK, 增持) - 上半年产品销售超预期,市场等待IBI363管线突破 陈铸鸿,谭震,陈泓道 2026-08-05
招商证券(国际)早会纪要 20260805 招商香港研究部 2026-08-05
Auto & Auto Parts - Solid July Growth at Leading Chinese OEMs; Overseas Expansion Becomes the Key Battleground Liang Yonghuo 2026-08-04
汽车汽配 -七月自主龙头稳健增长,出海成为胜负手 梁勇活 2026-08-04
China Macro Economy - How would the AI-related price hike affect the current PPI peak? CMS (HK) Research 2026-08-04
Palantir (PLTR US, 未评级) - 二季度业绩大超预期:客户青睐自主AI基础设施 王腾杰,李怡珊,张贺楠 2026-08-04
US Strategy Weekly (4 August 2026) - GDP Misses but Domestic Demand Holds Firm; Faster Cloud Growth Supports AI Rebound Taylor, Ren Wen Fang 2026-08-04
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